Welcome to VFO Hub!

1. World-class education (Virtual Family Office Academy)

World-class education (Virtual Family Office Academy) from leading specialists and Best-in-Class Resources™ which enable our members to become certified with the prestigious Virtual Family Office Professional Designation

2. World-class, custom-designed solutions

to complex challenges (i.e. income tax and business cost mitigation, etc.) facing our members’ most important clients - without 3rd party referral risk by using the revolutionary Fact Pattern Analytics System

3. The VFO Hub Global Community of Members, Specialists and Resources

We meet at least once per month on private video conferences where we share Best Practices, Advanced Strategies, Winning Marketing ideas that lead to Five (5) & Six (6) Figure Client Engagements

4. A Complete, Proven, Simple Marketing / Communication System

Empowers VFO Hub members to WIN by:

Delivering unique, massive value to their clients which significantly increases revenue per client by over 500%

What are all of the components of the VFO Hub System?

World-class education (Virtual Family Office Academy) from leading specialists and Best-in-Class Resources™ which enable our members to become certified with the prestigious Virtual Family Office Professional Designation

World-class, custom-designed solutions to complex challenges (i.e. income tax and business cost mitigation, etc.) facing our members’ most important clients - without 3rd party referral risk by using the revolutionary Fact Pattern Analytics System

The VFO Hub Global Community of Members, Specialists, and Resources - we meet at least once per month on private video conferences where we share Best Practices, Advanced Strategies, Winning Marketing ideas that lead to Five (5) & Six (6) Figure Client Engagements

A Complete, Proven, Simple Marketing / Communication System which empowers VFO Hub members to WIN by:

Delivering unique, massive value to their clients which significantly increases revenue per client by over 500%

What is the VFO HUB background?

Initially introduced to the Family Office and CPA marketplace in 1996, VFO Hub and its Facilitators have been perfecting many aspects of this revolutionary model ever since, offering unparalleled support to the firms we are serving. Technological advances over the last two decades have empowered the VFO Hub to accelerate into a disruptive force and revolutionary solution.

What is the process of obtaining these talented Best-In-Class Resources™?

We are continually in the process attracting and vetting potential resources across the specialties that our clients want and need, to deliver on our promise of Best-in-Class™ at every position. Each specialist is carefully-vetted through an arduous, multi-step process. Additionally, each of the chosen specialists is trained by expert VFO Hub Facilitators on how to work inside the VFO Hub proprietary model assisting you, the VFO Hub Member, to look invaluable in the eyes of your very best clients.

How do you specifically vet these talented Best-In-Class Resources™?

3) Internal review where we discuss each specialist with our Board Members, who are Family Office CEOs, Elite CPAs, Elite VFOs, Respected Specialists who are part of the VFO Hub

4) VFO Hub training, where each new specialist learns how to operate in the proprietary VFO Hub system of moving information, where the specialist must focus on making the VFO Client look amazing throughout the process

5) VFO Specialists held to the highest possible standards to maintain their position in the hierarchy of the Hub.

What are the benefits of joining VFO Hub?

Simply put - for Family Offices, Multi-Family Offices, Virtual Family Offices, and Leading CPA Firms to separate themselves from competition and offer an irresistible value proposition a VFO Hub membership makes professional and financial sense.

VFO Hub Membership enables you to enjoy incredible leverage and control over each project while saving you incredible amounts of time and energy while gaining access to the best-in-class resources, ideas and solutions (without third-party referral risk) from the brightest people in the country.

And finally, VFO Hub Members are excited to monetize their ability to deliver so much unique value to their clients by incrementally increasing their engagement fees to five (5), six (6) and sometimes seven (7) figures per project.

VFO Hub is designed as an open platform, offering best-in-class resources ™ and services in every specialty that a Family Office or Leading CPA firm needs to serve and benefit their most affluent clients.